All the latest articles & insight from our investment writers to inspire your own research and analysis.
Terry Smith has published his annual performance update letter, plus a look at companies in the listed active fund manager sector. Companies covered JUP, ASHM, IPX, POLR, PMI. The FTSE 100 fell -1% to 7613 last week. The Nasdaq100 was up +3.2% and the S&P was up +1.8% in the last five trading days.
Michael covers recent events and looks at two potential breakout trades. A lot has happened in the last two weeks. The US and the UK have attacked Iran-backed Houthi rebels. The SEC Twitter account got hacked and posted a tweet saying that the Bitcoin ETF had been approved. Then the Bitcoin ETF finally did get
Investing in good companies is one way to grow the value of your portfolio. In this article, Phil takes you through his method of searching for outstanding British companies using SharePad. When I first started out in the investing world more than a quarter of a century ago, value investing was still very much in
Bruce looks at why the inverted yield curve seems to have sent a false signal about a recession. Companies covered: JD. and CMCX. The FTSE 100 fell -0.9% to 7,658 last week. The Nasdaq100 was down -3.5% and the S&P500 was down -1.8%. The FTSE China 50 was the worst performing index, down -4.7%
Michael looks at some of the results from his classic filter to see if he can find potential trades. I’ve written about my 10% within 52-week highs filter twice, introducing it in May 2022 and again in February 2023. After a big market rally in November and December, there are going to be plenty of
Bruce reviews 2023 performance and the outlook for this year. Plus a detailed write-up of aircraft leasing business AVAP. Last year the Nasdaq 100 was the best-performing major index, up +54%, followed by Japan’s Nikkei. Not something that many people would have predicted. The S&P500 also did well +24% last year, followed by the
Having used the 5 Strikes system for nine months, Richard has decided it is a keeper. Commenting on the latest investment candidates to achieve less than 3 strikes, he explains what he was thinking while he was separating the wheat from the chaff. Happy New Year! At the turn of every year, I review my
This week, Jamie Ward briefly talks about the latest update from Dewhurst. He then demonstrates that markets are frequently not efficient by reviewing the performance of a couple of the COVID winners to see if it can inform future investment decisions. Finally, he shows how to use Sharepad to screen for businesses that attempt to
2023 was the year of AI and we end the year with a deep dive into the handful of AI-specific exchange-traded funds or ETFs listed on the London exchange. They all provide real diversification benefits but have lagged big well-known individual stocks such as Nvidia and Microsoft. We also have a deep dive into a
As a seasoned observer and participant in the lithium market, I’ve navigated through its ebbs and flows with a blend of caution and opportunism. My investment strategy, focused on a basket of pre-commercial lithium juniors, was crafted with a long-term vision, fully aware of the turbulent waters of this sector, warned readers, for which I
As we all know, there is a lot of functionality in ShareScope and there are many different ways to use and customise it. Last year’s customer survey also showed us that the majority of you use ShareScope every day. Inspired by this and some social posts from long-term subscribers who talked about their daily ShareScope
Michael explains his new filter and goes through some of the stocks it has provided. My 10% within 52-week highs filter is starting to pick up plenty of names. Does this mean the bull market is back? Well, not exactly. But it does mean that stocks are approaching their 1-year highs and threatening to either
